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Institute for Wealth Management’s Micron Technology MU Stock Holding History

Institute for Wealth Management’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1
Closed -$6K – 351
2017
Q4 		$6K Buy
+1
New +$43 ﹤0.01% 391

Other funds holding MU

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Institute for Wealth Management's MU Position: Q2 2026 in Review

Institute for Wealth Management reduced its Micron Technology (MU) stake by 0.66% in Q2 2026, selling an estimated $34.5K and leaving 6,939 shares worth $8.01M. The position accounts for 0.71% of the portfolio, ranked #25.

Institute for Wealth Management first reported a position in MU in Q2 2017 and has held it in 31 quarters since. 2,276 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Institute for Wealth Management held 6,939 shares of Micron Technology worth $8.01M as of Q2 2026.
  • Institute for Wealth Management sold 46 Micron Technology shares in Q2 2026, an estimated $34.5K.
  • Micron Technology made up 0.71% of Institute for Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Institute for Wealth Management first reported a position in Micron Technology in Q2 2017 and has held it in 31 quarters since.
  • 2,276 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.